Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.

The strategy of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.

The APIR code of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is AIL7340AU.

Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus’s total return last month was 1.36%. This was made up of a growth return of 0.99% and an income return of 0.37%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus’s total return for the last three months was 0.2%. This was made up of a growth return of 3.37% and an income return of -3.17%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus’s one-year total return is 2.15%. This was made up of a growth return of 6.91% and an income return of -4.76%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus’s one-year total return is 8.98%. This was made up of a growth return of 9.34% and an income return of -0.36%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund was $32935925 million.

The Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund has an inception date of 21 Nov 2022.

The current entry price of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is $1.3075 per unit and the current exit price is $1.3036 per unit (as at 12 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is $1.3036 per unit and the current entry price is $1.3075 per unit (as at 12 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Sage Capital Equity Plus managed fund is $20,000.